{ "path": "/advisors/mo/kansas-city", "url": "https://advisorcensus.com/advisors/mo/kansas-city/page/2", "page_type": "metro", "title": "Financial advisors in Kansas City, MO", "filters": {}, "scope_total": 252, "faq": [ { "q": "How many financial advisory firms are there in Kansas City, MO?", "a": "AdvisorCensus lists 252 investment advisory firms with a principal office in the Kansas City metro area, from Form ADV filings as of October 2026: 140 SEC-registered, 92 state-registered, and 20 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Kansas City, MO?", "a": "76 of the 252 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Kansas City, MO offer financial planning?", "a": "162 of the 232 firms in Kansas City, MO that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Kansas City, MO fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 76 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 252 investment advisory firms with a principal office in the Kansas City metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Kansas City has 252 investment advisory firms with a principal office in the metro area as of October 2026: 140 SEC-registered, 92 state-registered, and 20 exempt reporting advisers. 76 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 85 report under $100 million in regulatory assets under management. The metro area has 895,368 households, 108,099 of them with income of $200,000 or more, or 429 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Kansas City, MO: 252 firms from Form ADV filings as of October 2026.", "total_firms": 252, "page": 2, "total_pages": 6, "sort": "name", "registration_types": { "sec": 140, "state": 92, "exempt": 20 }, "fee_model_mix": [ { "code": "fee-only", "count": 76 }, { "code": "percentage_of_aum", "count": 212 }, { "code": "hourly", "count": 104 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 144 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 33 }, { "code": "other", "count": 41 }, { "code": "not_reported", "count": 20 } ], "years_registered_distribution": [ { "code": "under_5", "count": 92 }, { "code": "5_to_9", "count": 63 }, { "code": "10_to_19", "count": 59 }, { "code": "20_plus", "count": 37 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 45 }, { "code": "25m_100m", "count": 40 }, { "code": "100m_500m", "count": 70 }, { "code": "500m_1b", "count": 23 }, { "code": "1b_5b", "count": 26 }, { "code": "over_5b", "count": 15 }, { "code": "not_reported", "count": 33 } ], "firms": [ { "crd_number": 168203, "name": "Copper Financial", "name_as_filed": "COPPER FINANCIAL", "url": "https://advisorcensus.com/firm/copper-financial-lenexa-ks-168203", "city": "Lenexa", "state": "KS", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140379, "name": "Cornerstone Securities LLC", "name_as_filed": "CORNERSTONE SECURITIES LLC", "url": "https://advisorcensus.com/firm/cornerstone-securities-llc-overland-park-ks-140379", "city": "Overland Park", "state": "KS", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313413, "name": "CPC Management, LLC", "name_as_filed": "CPC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cpc-management-llc-kansas-city-mo-313413", "city": "Kansas City", "state": "MO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323565, "name": "Craft & Sage Wealth", "name_as_filed": "CRAFT & SAGE WEALTH", "url": "https://advisorcensus.com/firm/craft-and-sage-wealth-kansas-city-mo-323565", "city": "Kansas City", "state": "MO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105348, "name": "Creative Planning", "name_as_filed": "CREATIVE PLANNING", "url": "https://advisorcensus.com/firm/creative-planning-overland-park-ks-105348", "city": "Overland Park", "state": "KS", "years_registered": 43, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152974, "name": "Creativeone Securities, LLC", "name_as_filed": "CREATIVEONE SECURITIES, LLC", "url": "https://advisorcensus.com/firm/creativeone-securities-llc-overland-park-ks-152974", "city": "Overland Park", "state": "KS", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 281213, "name": "Creativeone Wealth, LLC", "name_as_filed": "CREATIVEONE WEALTH, LLC", "url": "https://advisorcensus.com/firm/creativeone-wealth-llc-overland-park-ks-281213", "city": "Overland Park", "state": "KS", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 288241, "name": "Crossroads Capital, LLC", "name_as_filed": "CROSSROADS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/crossroads-capital-llc-overland-park-ks-288241", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 43753, "name": "CU Investment Solutions LLC", "name_as_filed": "CU INVESTMENT SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/cu-investment-solutions-llc-overland-park-ks-43753", "city": "Overland Park", "state": "KS", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330835, "name": "Curtis Capital Advisors", "name_as_filed": "CURTIS CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/curtis-capital-advisors-overland-park-ks-330835", "city": "Overland Park", "state": "KS", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143410, "name": "Davis Financial Management, Inc.", "name_as_filed": "DAVIS FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/davis-financial-management-inc-overland-park-ks-143410", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145666, "name": "Dean Capital Management", "name_as_filed": "DEAN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/dean-capital-management-overland-park-ks-145666", "city": "Overland Park", "state": "KS", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306199, "name": "Delta Wealth Solutions, LLC", "name_as_filed": "DELTA WEALTH SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/delta-wealth-solutions-llc-north-kansas-city-mo-306199", "city": "North Kansas City", "state": "MO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105500, "name": "Demarche", "name_as_filed": "DEMARCHE", "url": "https://advisorcensus.com/firm/demarche-overland-park-ks-105500", "city": "Overland Park", "state": "KS", "years_registered": 50, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145851, "name": "Demarche", "name_as_filed": "DEMARCHE", "url": "https://advisorcensus.com/firm/demarche-overland-park-ks-145851", "city": "Overland Park", "state": "KS", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315032, "name": "Derks Financial, LLC", "name_as_filed": "DERKS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/derks-financial-llc-lees-summit-mo-315032", "city": "Lees Summit", "state": "MO", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311903, "name": "Diversified Wealth Advisors, LLC", "name_as_filed": "DIVERSIFIED WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/diversified-wealth-advisors-llc-kansas-city-mo-311903", "city": "Kansas City", "state": "MO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318241, "name": "Divvi Wealth Management", "name_as_filed": "DIVVI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/divvi-wealth-management-kansas-city-mo-318241", "city": "Kansas City", "state": "MO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 317580, "name": "Dogwood Wealth Management, LLC", "name_as_filed": "DOGWOOD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dogwood-wealth-management-llc-lenexa-ks-317580", "city": "Lenexa", "state": "KS", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333203, "name": "Dynamic Wealth LLC", "name_as_filed": "DYNAMIC WEALTH LLC", "url": "https://advisorcensus.com/firm/dynamic-wealth-llc-overland-park-ks-333203", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289996, "name": "Engage Wealth Advisors, LLC", "name_as_filed": "ENGAGE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/engage-wealth-advisors-llc-overland-park-ks-289996", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342504, "name": "Enlightnu Wealth LLC", "name_as_filed": "ENLIGHTNU WEALTH LLC", "url": "https://advisorcensus.com/firm/enlightnu-wealth-llc-overland-park-ks-342504", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307859, "name": "Epiphany Financial Coaching", "name_as_filed": "EPIPHANY FINANCIAL COACHING", "url": "https://advisorcensus.com/firm/epiphany-financial-coaching-overland-park-ks-307859", "city": "Overland Park", "state": "KS", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317224, "name": "Equity Wealth Partners, LLC", "name_as_filed": "EQUITY WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/equity-wealth-partners-llc-independence-mo-317224", "city": "Independence", "state": "MO", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307017, "name": "EQUITY2 LLC", "name_as_filed": "EQUITY2 LLC", "url": "https://advisorcensus.com/firm/equity2-llc-kansas-city-mo-307017", "city": "Kansas City", "state": "MO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 128366, "name": "ETF Portfolio Partners, Inc.", "name_as_filed": "ETF PORTFOLIO PARTNERS, INC.", "url": "https://advisorcensus.com/firm/etf-portfolio-partners-inc-leawood-ks-128366", "city": "Leawood", "state": "KS", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133823, "name": "Everest Wealth Management", "name_as_filed": "EVEREST WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/everest-wealth-management-leawood-ks-133823", "city": "Leawood", "state": "KS", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 320754, "name": "Family Legacy Advisors, LLC", "name_as_filed": "FAMILY LEGACY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/family-legacy-advisors-llc-overland-park-ks-320754", "city": "Overland Park", "state": "KS", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 109796, "name": "FAS Wealth Partners, Inc.", "name_as_filed": "FAS WEALTH PARTNERS, INC.", "url": "https://advisorcensus.com/firm/fas-wealth-partners-inc-leawood-ks-109796", "city": "Leawood", "state": "KS", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 106398, "name": "FCI Advisors", "name_as_filed": "FCI ADVISORS", "url": "https://advisorcensus.com/firm/fci-advisors-overland-park-ks-106398", "city": "Overland Park", "state": "KS", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304629, "name": "FGC Management Co., LLC", "name_as_filed": "FGC MANAGEMENT CO., LLC", "url": "https://advisorcensus.com/firm/fgc-management-co-llc-kansas-city-mo-304629", "city": "Kansas City", "state": "MO", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167058, "name": "Fiduciary Standard, LLC", "name_as_filed": "FIDUCIARY STANDARD, LLC", "url": "https://advisorcensus.com/firm/fiduciary-standard-llc-shawnee-mission-ks-167058", "city": "Shawnee Mission", "state": "KS", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 115897, "name": "Financial Management Services, Inc", "name_as_filed": "FINANCIAL MANAGEMENT SERVICES, INC", "url": "https://advisorcensus.com/firm/financial-management-services-inc-overland-park-ks-115897", "city": "Overland Park", "state": "KS", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 288644, "name": "Financial Partners Group, Inc.", "name_as_filed": "FINANCIAL PARTNERS GROUP, INC.", "url": "https://advisorcensus.com/firm/financial-partners-group-inc-overland-park-ks-288644", "city": "Overland Park", "state": "KS", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131832, "name": "Financial Planning Partners", "name_as_filed": "FINANCIAL PLANNING PARTNERS", "url": "https://advisorcensus.com/firm/financial-planning-partners-leawood-ks-131832", "city": "Leawood", "state": "KS", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 290053, "name": "Financialife Outfitters LLC", "name_as_filed": "FINANCIALIFE OUTFITTERS LLC", "url": "https://advisorcensus.com/firm/financialife-outfitters-llc-overland-park-ks-290053", "city": "Overland Park", "state": "KS", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 296293, "name": "Firebrand Management, LLC", "name_as_filed": "FIREBRAND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/firebrand-management-llc-overland-park-ks-296293", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 113420, "name": "First American Financial Advisors, Inc.", "name_as_filed": "FIRST AMERICAN FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/first-american-financial-advisors-inc-overland-park-ks-113420", "city": "Overland Park", "state": "KS", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 329109, "name": "First Class Capital", "name_as_filed": "FIRST CLASS CAPITAL", "url": "https://advisorcensus.com/firm/first-class-capital-liberty-mo-329109", "city": "Liberty", "state": "MO", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 163548, "name": "Five Elms Capital", "name_as_filed": "FIVE ELMS CAPITAL", "url": "https://advisorcensus.com/firm/five-elms-capital-kansas-city-mo-163548", "city": "Kansas City", "state": "MO", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315190, "name": "Flattery Wealth Management LLC", "name_as_filed": "FLATTERY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/flattery-wealth-management-llc-north-kansas-city-mo-315190", "city": "North Kansas City", "state": "MO", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173709, "name": "Flyover Capital Partners, LLC", "name_as_filed": "FLYOVER CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/flyover-capital-partners-llc-kansas-city-mo-173709", "city": "Kansas City", "state": "MO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304505, "name": "Focal Point Financial Group", "name_as_filed": "FOCAL POINT FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/focal-point-financial-group-prairie-village-ks-304505", "city": "Prairie Village", "state": "KS", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 344088, "name": "Fortino Wealth Management, LLC", "name_as_filed": "FORTINO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fortino-wealth-management-llc-overland-park-ks-344088", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309709, "name": "Fortis Capital Advisors, LLC", "name_as_filed": "FORTIS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/fortis-capital-advisors-llc-prairie-village-ks-309709", "city": "Prairie Village", "state": "KS", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145799, "name": "Fortune Financial Advisors, LLC", "name_as_filed": "FORTUNE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/fortune-financial-advisors-llc-overland-park-ks-145799", "city": "Overland Park", "state": "KS", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112396, "name": "Frank K. Swyden Asset MNGT Inc", "name_as_filed": "FRANK K. SWYDEN ASSET MNGT INC", "url": "https://advisorcensus.com/firm/frank-k-swyden-asset-mngt-inc-prairie-village-ks-112396", "city": "Prairie Village", "state": "KS", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154270, "name": "Freedom Wealth Advisors, LLC", "name_as_filed": "FREEDOM WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/freedom-wealth-advisors-llc-lee-s-summit-mo-154270", "city": "Lee'S Summit", "state": "MO", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145800, "name": "Freestate Advisors LLC", "name_as_filed": "FREESTATE ADVISORS LLC", "url": "https://advisorcensus.com/firm/freestate-advisors-llc-overland-park-ks-145800", "city": "Overland Park", "state": "KS", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144344, "name": "FWM Legacy, LLC", "name_as_filed": "FWM LEGACY, LLC", "url": "https://advisorcensus.com/firm/fwm-legacy-llc-leawood-ks-144344", "city": "Leawood", "state": "KS", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mo", "label": "Financial advisors in Missouri" }, "metro": { "path": "/advisors/mo/kansas-city", "label": "Financial advisors in Kansas City, MO" }, "city_pages": [ { "path": "/advisors/mo/kansas-city/overland-park", "label": "Financial advisors in Overland Park, KS", "firm_count": 119 }, { "path": "/advisors/mo/kansas-city/leawood", "label": "Financial advisors in Leawood, KS", "firm_count": 19 } ], "fee_pages": [ { "path": "/advisors/mo/kansas-city/fee-only", "label": "Fee-only financial advisors in Kansas City, MO", "firm_count": 76 }, { "path": "/advisors/mo/kansas-city/flat-fee", "label": "Flat-fee financial advisors in Kansas City, MO", "firm_count": 144 }, { "path": "/advisors/mo/kansas-city/hourly", "label": "Hourly financial advisors in Kansas City, MO", "firm_count": 104 } ], "niche_pages": [ { "path": "/advisors/mo/kansas-city/pre-retirees", "firm_count": 1, "label": "Financial advisors for pre-retirees in Kansas City, MO" }, { "path": "/advisors/mo/kansas-city/retirees", "firm_count": 1, "label": "Financial advisors for retirees in Kansas City, MO" } ] }, "csv": "https://advisorcensus.com/advisors/mo/kansas-city.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }